Sanrith Descartes
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You mean like a branded PLTR AI? The company governments trusts with their data?
Investing General Discussion
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TJT
Mr. Poopybutthole
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The Fed market is a big deal. My company is going through FEDRAMP right now because fed contracts for SAAS software is the gold mine of gold mines. PLTR is going to be bailing money.
For those unaware of how much resources are spent on it. Most companies with big fed exposure in IT have a company within a company that has all of its own infrastructure solely to manage the FED stuff. We are no different. AWS for example has its entire Fed division and also secret/top secret/etc levels of infrastructure scaled to serve the entire fed.
For those unaware of how much resources are spent on it. Most companies with big fed exposure in IT have a company within a company that has all of its own infrastructure solely to manage the FED stuff. We are no different. AWS for example has its entire Fed division and also secret/top secret/etc levels of infrastructure scaled to serve the entire fed.
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Rangoth
Blackwing Lair Raider
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I still have until July, but I may have to cut my TSLA puts for a 20% loss if things don't reverse lol I know I know...never bet against TSLA, but every single piece of news coming out is bad.
Chief of India leaves as they enter market, FSD not working, sales down across every market, elon effect(not getting political but it is a thing) and yet +17.00$ today and 150+ p/e. I know everyone says its the long term bet on robotics and basically being one of those companies from the movies that runs the entire world, but I would have thought it would settle until this chaos ends.
Today it had a big pop over the 200DMA, but it's still under the 100DMA. Maybe this a brief hop up, but if it stays in between the 100-200 channel for a few days or more I'll bail /sadpanda
Chief of India leaves as they enter market, FSD not working, sales down across every market, elon effect(not getting political but it is a thing) and yet +17.00$ today and 150+ p/e. I know everyone says its the long term bet on robotics and basically being one of those companies from the movies that runs the entire world, but I would have thought it would settle until this chaos ends.
Today it had a big pop over the 200DMA, but it's still under the 100DMA. Maybe this a brief hop up, but if it stays in between the 100-200 channel for a few days or more I'll bail /sadpanda
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Sanrith Descartes
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TSLA finished the day right under $300. This is the highest its been since the March flushout. If we can avoid any shitty macro news (unlikely I agree) it can make a run from here.
Rangoth
Blackwing Lair Raider
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Yep. I agree. There is channel between the 100/200 MAs. That’s what I am watching with my window. My puts are not unreasonable. 260 which it was just at and July expiration. So I’m not freaking out but a run could crush them quickly so I am concerned. Shocked as fuck, but also concerned.
I’ve said it before but I’m blown away at how this stock moves on shit news and financials. This is literally the adage of “the markets can remain irrational longer than you can remain solvent”. I’m up like 100k for the year and this trade could wipe out 20k of it. Insanely sad panda.
I’ve said it before but I’m blown away at how this stock moves on shit news and financials. This is literally the adage of “the markets can remain irrational longer than you can remain solvent”. I’m up like 100k for the year and this trade could wipe out 20k of it. Insanely sad panda.
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Haus
I am Big Balls!
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Furry
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My family is in energy, the very big, expensive, and critical parts for power plants, and they do work world-wide with a focus on LNG and coal. Apparently this year has been an absolute gang-buster year so far. Like 10x the average and and probably their best year in decades. If they're doing well, other energy companies probably are too.
The biggest warning to attributing that the stock taking off like a rocket is that it, and many other similar companies are held by much bigger conglomerates that do tons of other things, much like Seimens, so one sector doing amazing tends to get watered down with the question of how the other 10000 things they are involved in are doing.
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China deal supposedly announced tomorrow... will markets react by heading off to the races for a while?
Furry
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I don’t know about off to the races for a while, but tomorrow might as well be Saint Patrick’s day for the markets with both sides signaling positively. Bears are gonna get hurt.
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Haus
I am Big Balls!
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My bet is they will announce a "deal" which is really just establishing a framework for further discussions. Market will perk a little, but I don't think it will cause any big sustained rally. That will happen when a real and finalized deal emerges, which I bet they're just hoping to have by the end of this month. Setting up for a potentially spicy June.
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Sanrith Descartes
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Sanrith Descartes
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Sanrith Descartes
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If that’s the news the market will tank. At a minimum the market expects a massive unwind of the tit for tat tariffs that happened on top of the original liberation day tariffs.
Sanrith Descartes
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There won't be a "deal". It's too fast for an actual deal of the scope US/Chyna will require.
The news will be the deescalation of tariff war because of the framework.
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